See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,311 | $72,277+23.6% | $101,248-11.8% | $79,858+11.8% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | 19.65% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,737 | $2,692-35.5% | $3,660-52.5% | $2,471-29.7% |
| Participant deferral / active EE | $3,615 | $3,282+10.1% | $4,370-17.3% | $3,740-3.4% |
| Admin fee / account holder | $689 | $4,400-84.3% | $5,945-88.4% | $5,306-87.0% |